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Money Concepts Capital’s Hewlett Packard HPE Stock Holding History

Money Concepts Capital’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,334
Closed -$21.3K – 1570
2022
Q4 		$21.3K Buy
1,334
+731
+121% +$10.8K ﹤0.01% 1642
2022
Q3 		$7K Buy
+603
New +$8.19K ﹤0.01% 1139
2022
Q2 		– Sell
-897
Closed -$15K – 1969
2022
Q1 		$15K Buy
+897
New +$15K ﹤0.01% 1736

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Money Concepts Capital's HPE Position: Q1 2023 in Review

Money Concepts Capital sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 1,334 shares — an estimated $21.3K sold.

Money Concepts Capital first reported a position in HPE in Q1 2022 and held it in 3 quarters. The position peaked at $21.3K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

  • Money Concepts Capital reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,334 Hewlett Packard shares in Q1 2023, an estimated $21.3K.
  • Money Concepts Capital first reported a position in Hewlett Packard in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Hewlett Packard position peaked at $21.3K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.